Plan Ledger DOL Form 5500 · updated monthly

Speo, LLC401(k)

SYMMETRY PARTNERS, LLC 401(K) PLAN · GLASTONBURY, CT · plan year 2022

Reported admin expense ratio · 2022
0.02%

Peer grade: A · admin costs + employer contributions vs same-size plans · how grading works

Speo, LLC reported $3,794 in plan administrative expenses for 2022: 0.02% of average plan assets, lower than ~75% of peers. Employer contributions averaged $6,368 per active participant. This ratio covers administrative expenses reported on the plan's Schedule H only; fund-level expense ratios are not included in public structured data — see methodology.

The plan sits in the $10M–$50M size bracket, benchmarked here against 26,806 comparable plans and shown alongside other finance & insurance employers. By assets it is among the smaller plans on file in Connecticut (609th of 1,106), and 3,394th of 4,798 in finance & insurance. In 2022, employees put in $1.85 for every $1.00 the employer contributed.

Plan summary
Net assets, end of year$16,107,249
Participants with balances98
Active participants69
Employer contributions$439,393
Employee contributions$813,437
Employer contribution per active participant$6,368
Average account balance$164,360
Benefits paid to participants$968,152
Plan auditUnmodified (clean) audit opinion
The Speo, LLC 401(k) match · 2022
Employer contribution per active participant$6,368
Median for plans this size$2,266

Speo, LLC's 2022 employer contribution ran above the $2,266 median for plans its size, placing it in the top quarter of its peers. Filings report dollars actually contributed, not the match formula; the formula itself (for example, 50% of the first 6% of pay) lives in the plan's summary plan description from HR.

What these fees cost you

Annual cost at the plan's reported 2022 administrative ratio, against the median plan its size; fund expense ratios are extra. Compare any plan.

Administrative cost history1
2022$3,794 · 0.02%
Similar plansFinance & Insurance · Connecticut
Jmg Insurance Corp. CT$22.2M · 0.04%
Xpt Partners LLC CT$21.0M · 0.49%
Connex Credit Union, Inc. CT$20.1M · 0.04%
Gga Retirement LLC CT$15.6M · 0.42%
The Fusco Corporation CT$14.4M · 0.44%

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Source: U.S. Department of Labor, Form 5500 series, EIN 832627625 · Verify on EFAST2 · Amounts are as reported by the plan sponsor for the plan year shown.